Configure conditional formatting rules in Data-Viewer

Configure conditional formatting rules in Data-Viewer

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IconWhen applying Conditional Formatting to data displayed in Data-Viewer keep in mind:

  • Conditional formatting can be applied to both Parent and Nested data sets

  • If you are using Data Viewer 3.6 or earlier you will need to reset the formatting column(s) if the Column Display Settings screen is accessed after formatting rules have been defined.

NOTE: Resetting the conditional formatting column(s) is not required if you are using Data-Viewer 3.7. To find out what version you are using, click here

To configure Data-Viewer to display conditional formatting:

Conditional Formatting button in navigation pane1. Click the Conditional Formatting button under Data Analysis.

NOTE:
This step requires you to have accessed the Data-Viewer Settings screens by clicking the Data Viewer Web Part Settings button in the web parts configuration tool pane.

2. Define the desired conditional formatting using the provided tool, shown below.

# Function
Conditional Formatting screen
.
1.

Click the Add a Rule button for the list you want to analyze (parent or nested).

NOTES:
1. Multiple formatting rules can be defined by re-clicking Add A Rule
2. Nested formattingrules can only be defined if a Nested data source was configured

2.

Use the following parameters to build the conditional formatting rule:

  • Column Name: Select the column that contains the values you want to format. The column list will include any columns you display for the data source. Columns that aren’t displayed won’t appear in the list.
  • Condition: Error displayed when incorrect operator of a column type is selectedSelect a Condition to use when comparing the value in the selected column to the condition’s value.

NOTE: If you choose an inappropriate condition for the column type, you will see a message when you save your web part configuration.

  • Value: Enter the Value you want to compare with the selected column’s actual value. The condition value can include the SharePoint variable Me to match the current user or Today to match the current date.

    NOTE: If the value you are comparing is a percent, enter its value as a whole number, such as 10 for 10%.

3.
  1. Text Formatting pop up screen
    Click the edit icon (Edit Icon) in the Format column to access the Text formatting pop-up.
  1. Define the display format for list items that match the rule by specifying, font, style, size, color (foreground), shading (background), etc.
4.

Choose the desired Color Scope for the rule:

  • Text: The formatting will apply to just the text of the selected column.
  • Cell: The formatting will apply to the cell and the text of the selected column.
    • Typically, when specifying the formatting for a cell, you will select a background color.
  • Row: The formatting will apply to the whole row, but any text-specific format (i.e., foreground, style) will apply to only the text of the selected column.
    • Typically, when specifying the formatting for a row, you will select a background color.

Click here to see examples of formatting by each of the color scope options.

5. To remove a formatting rule, select the check box for the desired rule and click the Remove Selected Rules button.

Example:
This configuration rule applies to the nested view…

Sample Configuration

…and it will look like this in the Data-Viewer display.

Sample display

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